IFA Administrator

Posted 3 April by Recruitment Connection Easy Apply Featured

IFA Administrator - Part or full time.

Surrey

Negotiable depending on AAE + Quarterly bonus.

My client is a successful and busy IFA practice based in Reigate and this is a new role working alongside the existing Senior Administrator/Office Manager with some individual responsibilities.

Overseeing the processing of mortgage, insurance and wealth management applications:

  • Helping prepare for meetings ie producing illustrations, agenda’s.
  • Submitting supporting information, chasing lenders/providers and keeping in touch with clients throughout the process.
  • Ensuring compliance procedures are followed correctly and within required timescales.
  • Submitting the sales processes on bespoke Xplanback office compliance system. Training will be provided but a knowledge of similar systems would be ideal.
  • Marketing to clients.

The role will could be four full working days in the office although this is open to flexibility or could be full time they need someone with :

  • With recent experience of working in a Financial Services practice
  • With good communication skills and the ability to work efficiently and under pressure.
  • A good approach to working in a team is also essential.

Ref: 4899

Reference: 34594566

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